Welcome back again to your Zoho Updates September 2021. In the past month, we’ve seen a number of improvements across Zoho Books and Zoho CRM. In this digest you’ll find time saving new features, how CRM is making user experiences even more customizable, and how Zoho Desk is making the ability to relate contacts to multiple accounts simpler!

Discover Zoho’s Latest: What’s New – September 2021

New Features & Improvements from Zoho

Zoho CRM

• New feature in CRM allows you to assign the record owner through a Workflow. You may now define conditions in Workflows, and the owner will be assigned when the condition is met. Zoho says, “Records can be assigned to users, roles, users who create or modify records, or to those mentioned in the Assignment rule criteria.” Additionally, “owner assignment will be triggered ONLY from the first workflow rule that it matches. For the subsequent workflows, all other actions except owner assignment will be executed.”

• Adding Users to Zoho CRM just got easier with the ability to import up to 1000 users at a time. Admin profiles and those with Manage User permissions can now import users into their organizations account using .xls, .xlsx, or .csv file types. Learn more from Zoho’s help article on this topic.

• Webform Analytics in CRM has new metrics and charts available. Metrics for time spent on fields, field correction rate, drop rate, and the order that fields are filled can be put to use in your analytics. You now also have access to device source for form submissions. Individual form analytics now display average time spend and the abandon rate in submissions. Having this information available helps in analyzing your form success rates and adjusting forms for better engagement.

• Expanded capabilities including Subform Fields now exists when you map dependency. Previously only fields from the layout were available to be mapped.

• Zoho introduced their new CRM designer called Canvas, calling it “the industry’s first CRM design studio. “This no-code, drag-and-drop design studio is built into Zoho CRM and allows users to create contextual, immersive experiences for their teams.” Learn more about it from Zoho.

• Email status updates make filters more straightforward so finding who responded to your messages possible. The Latest Email Status filter now includes “Responded” as an option. Use this and “Opened and Not responded” to segment your contacts for better communication messaging, for example positioning follow ups.

• If you have questions or need help setting up any of these, ZBrains Support is here for you!

Zoho Desk

• Have you ever needed to associate a contact with multiple accounts? Now you can select to enable this Accounts feature in Zoho Desk, and select to relate a single contact to multiple accounts. You can learn more here.

Zoho Books

• Custom Reports in Books gives you the capability now to save your customizations. Find them instantly and use them again and again. There’s increased flexibility around user control, for example, who can view, export, or schedule custom reports.

• New from Zoho Books, “Once you reconcile an account, you can now print the reconciliation details as well. You can print the the transaction details, transaction type, deposits and withdrawals.”

• Increased capabilities to select the customer advance accounts for tracking and recording excess payment, and configure the default account for tracking excess payments.

Application Updates from Zoho

Zoho Desk

• The Community module in Zoho Desk has three updates this past month including:
  • • Assigning category visibility to “agents only.” This makes topics in these categories internal and visible to agents only.
    • New key category metrics are now available including: # of forums, @ of topics and comments received, % of topics created under each topic type, and more.
    • Increased functionality around controlling the ability to choose who can post and reply to topics in a category.

Issues Notices from Zoho

 Zoho Creator

• Creator rolled out a set of minor fixes product-wide including: bugs related to adding and deleting fields in forms, issue with record detail view in blueprint, a minor issue in file preview, and several additional minor issues.

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